Category Archives: Emerging Affluent

Financial Planning For Later Years

Posted on November 30, 2012 by Jill D. Hollander

Our money needs to stretch further as we live longer. Creating a plan for later years can offer comfort as we go forward or raise a flag early enough to make adjustments. To determine how long your money might need … Continue reading →

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Small Business Retirement Plans Can Be SIMPLE

Posted on September 21, 2011 by Brian Pon

Most small business owners—including sole proprietorships and other solo businesses—have choices about the type of retirement plan to implement for their businesses and for themselves. Many small business owners use SEP IRAs, but other retirement plans might permit more flexiblily … Continue reading →

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Singles Have to Save More

Posted on September 19, 2011 by Brian Pon

When we create retirement projections for our clients as part of their financial plans, we identify areas of risk and review ways to improve their outlook for retirement. Many of our clients are between the ages of 50 and 65, … Continue reading →

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